CI Investments Inc
MRK icon

CI Investments Inc’s Merck MRK Stock Holding History

CI Investments Inc’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-720
Closed -$308K – 1030
2025
Q3 		$308K Buy
720
+360
+100% +$29.7K ﹤0.01% 609
2025
Q2 		$160K Buy
360
+60
+20% +$4.77K ﹤0.01% 765
2025
Q1 		$44K Buy
+300
New +$28K ﹤0.01% 1047

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CI Investments Inc's MRK Position: Q1 2026 in Review

CI Investments Inc increased its Merck (MRK) stake by 25% in Q1 2026, buying an estimated $28.1M and bringing the position to 1,237,783 shares worth $149M. The position accounts for 0.72% of the portfolio, ranked #28.

CI Investments Inc first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $174M in Q4 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • CI Investments Inc held 1,237,783 shares of Merck worth $149M as of Q1 2026.
  • CI Investments Inc bought 243,661 Merck shares in Q1 2026, an estimated $28.1M.
  • Merck made up 0.72% of CI Investments Inc's portfolio in Q1 2026, its #28 holding.
  • CI Investments Inc first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
  • CI Investments Inc's Merck position peaked at $174M in Q4 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.